Servatus Capital, LLC
● SEC registered since 2025CRD 311428SEC# 801-132631Naples, FL
Reg. AUM
$110.1M
Employees
2
Accounts
100
Location
Naples, FL
Servatus Capital, LLC assets under management
Servatus Capital, LLC is an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2025. It reports $110.1 million in regulatory assets under management and employs 2 people.
Servatus Capital, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Gerard Perry | Member | 10-25% | 2021 |
| Daniel Gerard Stephen Control | Managing Member/Chief Compliance Officer | 50-75% | 2020 |
| Mitchel Ramos | Member | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Servatus Capital, LLC manage?
Servatus Capital, LLC reports $110.1 million in regulatory assets under management on its Form ADV.
How many employees does Servatus Capital, LLC have?
Servatus Capital, LLC reports 2 employees.
Where is Servatus Capital, LLC located?
Servatus Capital, LLC is based in Naples, FL and has been SEC-registered since 2025.
Does Servatus Capital, LLC disclose fund performance?
Servatus Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 999 Vanderbilt Beach Road, Suite 707, Naples, FL 34108 |
| Phone | 314-750-1167 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.1MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$110.1Mregulatory AUM
Discretionary $110.1M